Saunderson House

Part of Rathbones Group Plc

 

Financial Planning Team

Kathryn Moncur

Senior Paraplanner

Kathryn Moncur

Senior Paraplanner

Leeds

I work in the financial planning team, providing office-based technical and administrative support to the financial planners and a second point of contact for clients.

I work in the financial planning team, providing office-based technical and administrative support to the financial planners and a second point of contact for clients.

Kindar Brown

Senior financial planner

Kindar Brown

Senior financial planner

Edinburgh

Kindar joined Rathbones in 2019 with over 20 years’ experience.

Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.

Kindar is very experienced in providing clients with a holistic financial planning service including advice on matters such as tax efficient wealth structuring, retirement income planning, inheritance tax and estate planning. She has a particular interest in cashflow modelling and providing clients with the peace of mind to live their lives the way they want, unburdened by financial worries. Kindar is passionate about the benefits financial planning can offer clients and she truly enjoys being involved in a clients’ financial planning journey and the peace of mind it can bring.

Kindar joined Rathbones in 2019 with over 20 years’ experience.

Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.

Kindar is very experienced in providing clients with a holistic financial planning service including advice on matters such as tax efficient wealth structuring, retirement income planning, inheritance tax and estate planning. She has a particular interest in cashflow modelling and providing clients with the peace of mind to live their lives the way they want, unburdened by financial worries. Kindar is passionate about the benefits financial planning can offer clients and she truly enjoys being involved in a clients’ financial planning journey and the peace of mind it can bring.

Kirsten Pettigrew

Senior financial planner

Kirsten Pettigrew

Senior financial planner

London

I joined the graduate program at Saunderson House (now Rathbones Financial Planning) in 2014, after graduating from the University of Manchester with a first class degree in International Management. I achieved Chartered status in 2018.  I enjoy working closely with my clients, helping them identify their short and long term financial objectives, and providing the strategic financial planning that guides them in understanding how their wealth can translate into reaching financial independence.

I joined the graduate program at Saunderson House (now Rathbones Financial Planning) in 2014, after graduating from the University of Manchester with a first class degree in International Management. I achieved Chartered status in 2018.  I enjoy working closely with my clients, helping them identify their short and long term financial objectives, and providing the strategic financial planning that guides them in understanding how their wealth can translate into reaching financial independence.

Financial Planning Hub